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Bruderman Asset Management’s Simon Property Group SPG Stock Holding History

Bruderman Asset Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-136
Closed -$25K – 491
2019
Q1 		$25K Buy
136
+2
+1% +$355 0.01% 345
2018
Q4 		$23K Buy
+134
New +$24K 0.01% 333

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's SPG Position: Q2 2019 in Review

Bruderman Asset Management sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 136 shares — an estimated $25K sold.

Bruderman Asset Management first reported a position in SPG in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

  • Bruderman Asset Management reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 136 Simon Property Group shares in Q2 2019, an estimated $25K.
  • Bruderman Asset Management first reported a position in Simon Property Group in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Simon Property Group position peaked at $25K in Q1 2019.
  • 770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.